Call Center Services for Finance & Banking
Trust and loyalty are the foundation of finance. We deliver secure, compliant, and exceptional support to keep your customers confident.
Why Financial Institutions Choose Us
We combine domain expertise with strict regulatory adherence.
BFSI Domain Expertise
Our agents are trained in banking protocols, financial terminology, and insurance workflows.
Compliance & Security
We ensure strict adherence to PCI-DSS, ISO, and data protection standards for sensitive info.
Multilingual Support
Connect with your diverse customer base effectively in their preferred native languages.
Real-Time Support
Instant resolution for critical transactions, fraud alerts, and account inquiries.
Specialized Banking Services
Comprehensive support for Banks, Fintechs, and Insurance providers
Account & Card Services
Balance inquiries, card activation/blocking, and statement requests handled securely.
- Lost card reporting
- PIN resets
- Transaction history
Inbound Inquiry Handling
Resolving general banking queries, loan eligibility checks, and product information.
- 24/7 Availability
- First Call Resolution
- Omnichannel Support
Technical Banking Support
Assistance with mobile banking apps, online portals, and login issues.
- App troubleshooting
- Password recovery
- Online transfers
Telemarketing & Cross-Selling
Promoting credit cards, loans, and insurance products to eligible customers.
- Lead Generation
- Retention campaigns
- Upgrade offers
Debt Collection
Ethical and compliant debt recovery strategies to improve cash flow.
- Early stage reminders
- Payment plans
- Dispute management
Loan Origination Support
Assisting customers with application forms, document collection, and status updates.
- Pre-screening
- Document verification
- Follow-up calls
KYC & AML Verification
Rigorous identity verification processes to prevent fraud and ensure compliance.
- Video KYC support
- Document validation
- Background checks
Fraud Monitoring
Real-time transaction monitoring and alert verification with customers.
- Suspicious activity alerts
- Immediate freezing
- Investigation support
Banking Success Metrics
Measurable impact delivered through our finance BPO solutions
Data Accuracy
99% accuracy across all transaction processing and data entry.
Avg Handle Time
Reduced AHT by 20% through optimized workflows and training.
Customer Satisfaction
4.8/5 CSAT score across all banking support interactions.
Compliance Rate
100% adherence to PCI‑DSS, GDPR, and local financial regulations.
Finance Success Stories
Driving efficiency and trust for financial partners
National Bank
Fraud Prevention60% Faster Fraud Resolution
Implemented a dedicated 24/7 fraud alert team, reducing customer anxiety and financial loss.
Fintech Startup
KYC OnboardingScaled Onboarding by 400%
Streamlined document verification and video KYC to handle massive user growth post-launch.
Insurance Co.
Claims ProcessingImproved Claims CSAT to 4.8/5
Deployed empathetic agents to handle sensitive claim reporting and status updates.
Client Testimonials
What leaders in Finance say about 909 Infotech
“Their adherence to compliance and security protocols is unmatched. We trust them with our most sensitive customer interactions.”
“909 Infotech helped us scale our support during tax season seamlessly. Their team is knowledgeable and professional.”
“The impact on our debt collection rates has been significant, all while maintaining a respectful relationship with our clients.”
Flexible Engagement Models
Tailored solutions for banks, fintechs, and insurance providers
Quick Start
Rapid deployment for seasonal peaks (tax season, loan campaigns) or overflow support.
- 48‑hour deployment
- PCI‑trained agents
- Pay‑per‑use model
- Basic reporting
Dedicated Banking Team
Exclusive, compliance‑focused team trained on your core banking systems and workflows.
- Dedicated agents + TL
- Compliance‑ready QA
- Real‑time dashboards
- Monthly strategic reviews
Enterprise Financial
End‑to‑end BPO for large banks, multi‑line insurers, and global fintechs.
- Full operations outsourcing
- Custom tech integration
- Strategic consulting
- Multi‑site scalability
Secure Your Financial Operations
Get a customized proposal for banking, insurance, or fintech support services.